See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,747 | $58,927-27.5% | $76,817-44.4% | $72,985-41.4% |
| Participation rate | 56.3% | 67.3%-11.1pp | 72.1%-15.8pp | 69.5%-13.2pp |
| Annual return | 21.02% | 2305.64%-2284.6pp | 1166.11%-1145.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,186 | $1,787-33.6% | $2,302-48.5% | $2,440-51.4% |
| Participant deferral / active EE | $1,638 | $2,690-39.1% | $3,336-50.9% | $3,607-54.6% |
| Admin fee / account holder | $613 | $4,013-84.7% | $6,420-90.5% | $5,124-88.0% |